Purchases and Sales Made in Q2 2025 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 2025. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.98K- 1.21% |
$417K - $575K
|
162K
$50M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.99K- 3.11% |
$418K - $577K
|
61.9K
$19.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.99K- 6.79% |
$419K - $578K
|
27.4K
$8.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-2K- 3.32% |
$420K - $579K
|
58.2K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2K- 15.43% |
$420K - $579K
|
10.9K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 9.52% |
$421K - $580K
|
19K
$5.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2K- 7.46% |
$421K - $580K
|
24.8K
$7.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-2K- 13.35% |
$421K - $581K
|
13K
$4.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.01K- 1.7% |
$422K - $581K
|
116K
$35.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.01K- 5.81% |
$422K - $582K
|
32.5K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.01K- 18.29% |
$424K - $584K
|
9K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.04K- 2.54% |
$429K - $592K
|
78.3K
$24.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-2.04K- 6.23% |
$429K - $592K
|
30.8K
$9.5M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.04K- 2.62% |
$430K - $592K
|
75.9K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.05K- 1.63% |
$431K - $595K
|
124K
$38.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2.05K- 18.79% |
$432K - $595K
|
8.88K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.06K- 1.42% |
$433K - $597K
|
143K
$44.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.06K- 32.76% |
$434K - $598K
|
4.24K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-2.07K- 15.68% |
$435K - $600K
|
11.1K
$3.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.07K- 3.39% |
$435K - $600K
|
59K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.08K- 1.18% |
$436K - $602K
|
173K
$53.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.1K- 3.03% |
$442K - $609K
|
67.2K
$20.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-2.11K- 4.06% |
$443K - $611K
|
49.9K
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.11K- 1.42% |
$444K - $612K
|
147K
$45.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.14K- 18.17% |
$449K - $619K
|
9.62K
$2.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.16K- 6.22% |
$454K - $626K
|
32.6K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 3.93% |
$455K - $627K
|
52.8K
$16.3M
|
|
|
Aug 05, 2025
Q2 2025
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.17K- 71.93% |
$456K - $629K
|
847
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.19K- 29.32% |
$460K - $634K
|
5.27K
$1.63M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.19K- 26.52% |
$460K - $635K
|
6.06K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.19K- 2.1% |
$461K - $636K
|
102K
$31.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.2K- 5.39% |
$462K - $638K
|
38.6K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.22K- 20.62% |
$467K - $643K
|
8.54K
$2.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.23K- 4.71% |
$469K - $646K
|
45.2K
$14M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.23K- 6.12% |
$470K - $647K
|
34.3K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.25K- 3.53% |
$473K - $652K
|
61.4K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.25K- 2.75% |
$474K - $653K
|
79.8K
$24.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.26K- 2.33% |
$474K - $654K
|
94.7K
$29.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.26K- 2.01% |
$476K - $656K
|
110K
$34.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.3K- 13.03% |
$483K - $666K
|
15.3K
$4.74M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-2.3K- 1.24% |
$483K - $666K
|
184K
$56.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.31K- 0.89% |
$485K - $668K
|
257K
$79.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 10.96% |
$486K - $670K
|
18.8K
$5.8M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.32K- 0.56% |
$487K - $672K
|
411K
$127M
|
|
|
Aug 13, 2025
Q2 2025
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-2.32K- 17.32% |
$487K - $672K
|
11.1K
$3.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-2.33K- 6.93% |
$490K - $676K
|
31.3K
$9.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.35K- 3.5% |
$495K - $682K
|
64.8K
$20M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.36K- 2.49% |
$495K - $683K
|
92.2K
$28.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.37K- 1.23% |
$499K - $688K
|
191K
$59M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-2.39K- 3.11% |
$502K - $691K
|
74.3K
$22.9M
|